Institutional Ownership Innovator U.S. Equity Power Bu (PAPR)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PAPR). We have compiled data on the 207 institutions that hold shares in the stock, with a total of 17.7 Million shares, which have been reported (via 13F filing form) to have a value of $649 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,070,533
shares
|
$75.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,179,221
shares
|
$43.1 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
1,124,957
shares
|
$41.1 Million
0.88% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
927,708
shares
|
$33.9 Million
0.55% of portfolio
|
Q3 2024
Reduced 18.99%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
872,717
shares
|
$31.9 Million
0.07% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
660,202
shares
|
$24.1 Million
0.06% of portfolio
|
Q3 2024
Reduced 45.47%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
613,224
shares
|
$22.4 Million
0.53% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
410,859
shares
|
$15 Million
0.09% of portfolio
|
Q3 2024
Reduced 9.58%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
349,162
shares
|
$12.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
308,229
shares
|
$11.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.21%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
307,740
shares
|
$11.3 Million
0.02% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
277,265
shares
|
$10.1 Million
0.23% of portfolio
|
Q3 2024
Reduced 8.41%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
269,310
shares
|
$9.85 Million
0.36% of portfolio
|
Q2 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
262,839
shares
|
$9.61 Million
0.01% of portfolio
|
Q3 2024
Reduced 60.79%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 24, 2024 Q3 2024 |
254,704
shares
|
$9.31 Million
6.16% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
242,598
shares
|
$8.87 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
240,901
shares
|
$8.81 Million
1.21% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
233,206
shares
|
$8.53 Million
0.92% of portfolio
|
Q1 2024
Added 138.24%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
229,961
shares
|
$8.41 Million
0.06% of portfolio
|
Q3 2024
Reduced 8.06%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
225,679
shares
|
$8.25 Million
1.97% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
214,822
shares
|
$7.86 Million
1.52% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
201,046
shares
|
$7.35 Million
2.09% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
186,760
shares
|
$6.83 Million
0.02% of portfolio
|
Q3 2024
Reduced 24.15%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
186,035
shares
|
$6.8 Million
0.07% of portfolio
|
Q3 2024
Added 9.63%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
183,932
shares
|
$6.73 Million
0.44% of portfolio
|
Q3 2024
Added 113.07%
|